22-80000-35 403b PlanSolutions Transaction Authorization BBA 2010-03-03.qxp-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by providing your General Account Information. Fill in your name, mailing address, email, Social Security Number, date of birth, and contact numbers. Ensure all details are accurate for processing.
  3. In Section 2, select the type of transaction you wish to request. Options include Non-Financial Change Requests, Catch Up Contributions, Loan Requests, and various types of distributions. Be sure to provide any necessary supporting documentation.
  4. If applicable, complete the Exchange or Transfer sections by entering details about your current and new providers along with account numbers. Specify whether you want a full or partial balance transfer.
  5. Finally, sign and date the form in Section 3. Make sure to review all information before submission to ensure accuracy.

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